1. Click on Contacts in the Menu Bar at the top of the screen.
  2. On the Contacts List, click +New.
  3. Select if the Contact will be a Person or a Company.
  4. Enter the Contact information.
  5. Check the Possible Matches section for duplicates.
    1. If it is a duplicate, click on the Contact name and proceed.
    2. If it is not a duplicate, then click on Continue.
  6. Fill in the Role, Personal Information, and Primary Contact information.
  7. Click an option to save the Contact.
    1. Save & Close - Create the Contact and close it.
    2. Save & Open - Create the Contact and continue to work on it with additional options. (i.e. create a Matter for the Contact.)